Citigold Client Advisor (UAE Market)

Citigroup Inc.; Singapore; On-site; SGD 100,000 - 150,000; Full time

Job summary

A global financial institution in Singapore is seeking a Citigold Client Advisor. The role involves crafting financial strategies for high-net-worth clients, fostering strong relationships, and ensuring compliance with regulatory standards. The ideal candidate has significant experience in wealth management, familiarity with Islamic finance, and a strong network in the industry. This position emphasizes client service and aims at helping clients achieve their financial goals through personalized assistance.

Qualifications

• 6 to 10 years of experience in wealth management or related field.
• Familiarity with Islamic finance principles.
• Knowledge of regulatory requirements in the UAE/Middle East.
• Existing network of high-net-worth individuals (HNWI).

Responsibilities

• Develop personalized financial plans.
• Cultivate relationships with high-net-worth clients.
• Identify business opportunities in high-net-worth segment.
• Collaborate with internal specialists for financial solutions.
• Analyze market trends and provide recommendations.
• Organize client events for relationship building.
• Ensure compliance with KYC/AML norms.

Skills

Wealth management experience

Analytical skills

Communication skills

Interpersonal skills

Cultural sensitivity

Education

Bachelor's/University degree

Job description

Overview

Whether you’re at the start of your career or looking to discover your next adventure, your story begins here. At Citi, you’ll have the opportunity to expand your skills and make a difference at one of the world’s most global banks. We’re fully committed to supporting your growth and development from the start with extensive on-the-job training and exposure to senior leaders, as well as more traditional learning. You’ll also have the chance to give back and make a positive impact where we live and work through volunteerism.

Shape your Career with Citi

Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients, from affluent to ultra-high net worth to family offices. The strategies we create help our clients maintain liquidity while maximizing yields, transact in foreign currency and across borders, and manage fluctuating expenses or cash flow. We are uniquely suited to helping our clients meet their banking needs across regions through our global network.

Role

The Citigold Client Advisor is a strategic partner for high-net-worth individuals delivering comprehensive wealth management guidance and bespoke financial solutions. Serving as a trusted advisor, the Citigold Client Advisor proactively anticipates client needs, crafting personalized strategies that encompass sophisticated investment management, advanced planning, and expert navigation of complex financial landscapes. This client-centric approach empowers clients to achieve their financial aspirations, while contributing to the growth of the Citi Wealth franchise. The Advisor builds deep, long-term relationships, acting as the central point of contact and collaborating with internal specialists to provide a holistic client experience. This role emphasizes wealth preservation, growth, and intergenerational wealth transfer, recognizing the unique needs of the world's changemakers. The Citigold Client Advisor is expected to possess a strong entrepreneurial spirit and consistently seek opportunities to enhance the client experience.

Responsibilities

• Strategic Wealth Management: Develop and implement personalized financial plans encompassing investment management, retirement planning, estate planning, tax optimization, and risk management.
• Relationship Management: Cultivate and strengthen relationships with high-net-worth clients, serving as their primary point of contact for all wealth management needs. Conduct regular portfolio reviews, communicate market insights, and proactively address client inquiries.
• Business Development: Identify and pursue new business opportunities within the high-net-worth segment. Leverage existing networks and referrals to expand the client base.
• Collaboration: Partner with internal specialists (e.g., investment counselors, wealth planners, FX specialists) to provide clients with comprehensive financial solutions.
• Market Analysis: Stay abreast of market trends, economic developments, and investment opportunities. Provide clients with informed perspectives and recommendations.
• Client Events: Organize and host client events to foster relationships and provide valuable market insights.
• Compliance, Risk & Controls: Ensure that KYC/AML and other compliance norms are strictly adhered to. Appropriately assess risk when business decisions are made, showing consideration for the firm\'s reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications

• 6 to 10 (or more) years of experience in wealth management or a related field, serving high-net-worth clients.
• Familiarity with Islamic finance principles and products.
• Knowledge of local regulatory requirements for wealth management in the UAE/Middle East.
• Existing network of HNWI contacts in the region.
• Deep understanding of financial markets, investment strategies, and wealth planning principles, with knowledge of regional investment preferences and regulations.
• Strong analytical, communication, and interpersonal skills, with cultural sensitivity and awareness of local customs.
• Ability to work independently and as part of a team in a multicultural environment.
• Fluency in regional languages is a plus.
• Proven track record of success in business development and client relationship management.
• Mandatory certifications as required for advising on and selling financial products.

Education

• Bachelor's/University degree

Education details also include familiarity with Islamic finance principles and local regulatory requirements for wealth management in the UAE/Middle East, existing network of HNWI contacts in the region, and strong analytical, communication, and interpersonal skills.

Additional Information

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

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